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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HFP
301
Holistic Financial Partners
Indiana
$454K +$17K +410 +4%
FIM
302
Freedom Investment Management
Connecticut
$448K +$15.5K +374 +4%
LAS
303
LWM Advisory Services
Florida
$418K +$402K +9,704 New
AWM
304
Apollon Wealth Management
South Carolina
$413K +$397K +9,602 New
Bessemer Group
305
Bessemer Group
New Jersey
$410K
FFA
306
Founders Financial Alliance
North Carolina
$394K +$3.6K +87 +1%
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$392K -$8.9K -215 -2%
LSA
308
Lion Street Advisors
Texas
$386K +$30.2K +730 +9%
C
309
CEDRUS
Colorado
$386K +$371K +8,965 New
CWC
310
Carolinas Wealth Consulting
North Carolina
$382K +$207 +5 +0.1%
VFM
311
Vivid Financial Management
California
$376K -$22.5K -544 -6%
PPA
312
Parametric Portfolio Associates
Washington
$372K -$189K -4,560 -35%
SWMG
313
Signature Wealth Management Group
Georgia
$370K
SFPG
314
Stonebridge Financial Planning Group
Florida
$368K -$9.93K -240 -3%
PP
315
PFS Partners
New Jersey
$365K +$351K +8,479 New
RFN
316
RDA Financial Network
Iowa
$361K
GPA
317
Guerra Pan Advisors
New Jersey
$359K +$345K +8,343 New
BF
318
BOK Financial
Oklahoma
$355K +$342K +8,258 New
PFA
319
Pinnacle Family Advisors
Missouri
$348K -$37.6K -908 -10%
GT
320
Greenleaf Trust
Michigan
$341K +$828 +20 +0.3%
SCFS
321
S.C. Financial Services
Arizona
$339K +$326K +7,876 New
RWM
322
Ritholtz Wealth Management
New York
$336K +$10.4K +252 +3%
WFA
323
WMG Financial Advisors
Tennessee
$332K +$319K +7,711 New
SI
324
Saxon Interests
Texas
$331K +$318K +7,690 New
QPW
325
Quantum Private Wealth
Florida
$331K +$319K +7,712 New